About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We’re seeking a Client Service Manager to join our high‑performing, people‑first team—where strong relationships, exceptional service, and meaningful impact are part of every day. If you thrive on solving problems, delivering outstanding client experience, and being part of a team that truly lives its values—Keep Clients First, Keep Trust, Keep Hustling, and Keep Learning—we’d love to connect with you.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000 exclusive of bonuses and benefits. This role is also eligible for a discretionary annual bonus.

Job Functions

Client Relationship Management

• Be the first point of contact for clients of your advisor and team

• Respond to and resolve client requests, complete necessary financial paperwork, change beneficiaries, establish trusts, etc.

• Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers

• Ensure accurate completion of prospect/new client paperwork

Client Review Prep and Follow-Up

• Record incoming assets to the appropriate blotting tool

• Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers (follow-up component)

• Respond to and resolve client requests (as part of post-review follow-up when applicable)

Industry & Product Knowledge

• Learn company product suitability guidelines, financial operational processes, and financial sales processes

Team & Corporate Support

• Support client service functions for all teams as requested

• Transfer the broker-dealer accounts that are assigned to the Financial Consulting Center

• Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors

• Maintain (CRM) database and client files (filing, copies, data input)

Education/Qualifications

• 4-year degree preferred

• 3-5+ years minimum of customer service experience is preferred, a commitment to exceptional service is required

• Financial administration experience is needed.

• Series 7 and 66 or 7, 65 and 63 licenses preferred

• Strong interpersonal skills required to develop team and client relationships

• Professional presence and communication skills

• Strong attention to detail and process

• Good problem-solving skills, ability to work with deadlines and prioritize work

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Client Service Manager level is $51,450.00 to $84,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.